Hey Operators,
Today is GTC day — the AI world's biggest live event just kicked off in San Jose, with Jensen Huang commanding a 2-hour keynote from the SAP Center in front of 39,000 attendees across 190 countries. Meanwhile, the AI industry's most consequential legal battle is building toward its first court date as Anthropic prepares to face the Pentagon on March 24. The week opened with a striking contrast: AI companies are scaling faster than ever by every metric, while the question of who controls AI's use — and for what — is entering federal courts. Power and accountability are on a collision course.
Operation Check
Tech stocks are mixed at the start of GTC week — the NASDAQ remains roughly 2.5% below its four-month high as investors await NVIDIA's Vera Rubin reveal and clearer signals on AI infrastructure ROI.
Bitcoin is holding steady in the mid-$80Ks with crypto markets largely quiet; macro attention this week pivots squarely to AI chip architecture and enterprise deployment velocity.
Alphabet and Amazon have each committed up to $185B and $200B respectively in AI capex for 2026 — the largest coordinated infrastructure buildout in tech history, setting the stakes for NVIDIA's Vera Rubin as the year's defining compute upgrade.
Operation Dive
NVIDIA GTC 2026 Opens: Vera Rubin GPU and NemoClaw Agent Platform Set to Take Center Stage
Tonight, Jensen Huang will deliver NVIDIA’s flagship GTC keynote at the SAP Center in San Jose — the world’s premier AI event, drawing 39,000 attendees from over 190 countries. The expected headline: Vera Rubin, NVIDIA’s next-generation GPU architecture, anticipated to pack up to 288GB of HBM4 memory and deliver up to 5× the dense floating-point performance of Blackwell. Alongside the chip reveal, NVIDIA is expected to launch NemoClaw, an open-source enterprise platform for building and deploying AI agents — a direct play into OpenAI and Anthropic’s territory. The Insight: Vera Rubin makes the current Blackwell generation look like a warm-up act — and NemoClaw signals NVIDIA's intent to own not just the silicon layer, but the entire agentic AI stack. Full GTC 2026 keynote coverage → NVIDIA Blog
Perplexity Launches 'Computer for Enterprise' at Ask 2026 Conference
Perplexity unveiled Computer for Enterprise — a multi-model AI agent featuring Slack integration, Snowflake connectors, and 20 orchestrated AI models — positioning itself as a direct rival to Microsoft Copilot and Salesforce Einstein. The announcement comes as Perplexity surpassed 1 billion monthly queries and closed a $400M Series E at a $24B valuation. The Insight: Perplexity's move from search to enterprise agent signals it's no longer just a Google alternative — it's building infrastructure for the autonomous workplace. Perplexity enterprise expansion
Operators in Focus
US Army announces contract with Anduril worth up to $20B
The U.S. Army has awarded defense tech startup Anduril Industries a contract worth up to $20B to modernize its counter-drone systems. The deal positions Anduril as a prime contractor, leveraging AI-driven detection, electronic warfare, and kinetic interceptors to build layered defenses against drone threats. The Insight: This contract cements Anduril’s rise from startup to defense heavyweight, showing how AI-first platforms are reshaping military procurement. It also signals a shift in defense priorities — from legacy hardware to agile, software-defined systems that can adapt to evolving drone warfare. US Army announces contract
What Entertainment Might Look Like in 20 Years
What entertainment might look like in 20 years, envisioning personalized AI-driven storytelling, immersive AR/VR experiences, and Hollywood-level production tools available to anyone at home. Traditional theaters may struggle to stay relevant, while studios could pivot toward curating and monetizing user-generated blockbusters. The Insight: Entertainment could fragment into hyper-personalized universes, eroding shared cultural touchstones. At the same time, democratized creativity may unleash a flood of new voices, with tech firms — not studios — controlling the infrastructure. The industry’s future hinges on compute power, generative AI, and immersive hardware, making entertainment as much a tech story as a cultural one What Entertainment Might Look Like in 20 Years
Operator's Spotlight Read
Tesla’s ‘Terafab’ Project Launches in 7 Days
Elon Musk announced Tesla’s bold new Terafab initiative — a semiconductor fabrication facility designed to produce Tesla’s own advanced AI chips. Musk claims Terafab could dwarf Gigafactories in scale, shifting Tesla’s identity from EV maker to AI hardware powerhouse. The Insight: Just as Gigafactories secured Tesla’s battery supply chain, Terafab could secure its compute pipeline. If successful, it positions Tesla as a vertically integrated AI company, reducing reliance on TSMC or Samsung and reshaping semiconductor economics. Elon Musk announced
Operator Industry Radar
Shopify CEO Uses Claude to Read MRI Scans → Tobi Lütke bypassed traditional medical imaging software by asking Anthropic’s Claude to generate a web-based viewer for his annual MRI files Tobi Lütke
Google & Accel India Accelerator → From 4,000+ applications, only five startups were chosen — none of them “AI wrappers.” Instead, winners focus on deep workflow innovation across life sciences, ERP, call centers, entertainment, and industrial automation. exclusive
San Francisco Housing Market Explodes → The AI boom has reignited demand, with homes selling hundreds of thousands above asking as high-paid AI workers flood the city. The AI Boom Has Exploded-
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